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</style><p id="isPasted"><strong>In this guide we will cover:</strong></p><p><strong>- What is the Eracent Integration?</strong></p><p><strong>- Connecting to Eracent</strong></p><p><strong>- Site Mappings</strong></p><p><strong>- User Mappings</strong></p><p><strong>- Asset Imports</strong></p><p><strong>- Miscellaneous Settings</strong></p><p><strong>- Syncing </strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">What is the Eracent Integration?</span></strong></p><p>The Eracent integration can be used to import Assets from Eracent into Halo. If there is a User and/or Software associated with this Asset in Eracent, this can also be imported into Halo. </p><p><br></p><p><strong><em>Note: This integration will not create new Users in your Halo. If an Asset has an associated User, it will attempt to match this Eracent User to a Halo User and assign this Asset to this User in Halo.</em></strong></p><p><br></p><p id="isPasted"><strong><span style="font-size: 14pt;">Connecting to Eracent</span></strong></p><p>In Configuration > Integrations, hover over the Eracent module and click the "+" to enable it.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNjZWZmNDQ1LTdlYmYtNDQ4Ni04ZDhlLWJiZTZlY2NiZjA5YyJ9.sZ_ym6hNFY13uRSekbXb8mM2vwz1T8AZeF3icF4gW2s" class="fr-fic fr-fil fr-dib" width="341" height="150"></p><p><strong><span style="font-size: 10pt;">Fig 1. Enabling the Eracent module.</span></strong></p><p><br></p><p>Clicking into the module will bring up a list of any existing connections. This is a multi-tenanted integration, so more than one Eracent URL can be connected. Click the "New" button in the top right.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImIxNThkNTA5LTI4OTEtNDMyYi05ZmJmLTVmMGJkOWMwYWI1ZCJ9.dKdev-Tq9zhHFwi-BNzHK8VA1l8Wvjz44GJFd4yya3A" class="fr-fic fr-fil fr-dib" width="1218" style="width: 1220px; height: 116.635px;" height="117"></p><p><strong><span style="font-size: 10pt;">Fig 2. Eracent connection list.</span></strong></p><p><br></p><p id="isPasted">Here you will see the "Details" tab where you will need to enter some credentials to connect to Eracent. </p><p><br></p><p>Give this connection a relevant name, and enter your Eracent URL. You can then enter a username and password for an Eracent account with access to make API calls.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBmY2Q2M2Q1LTExMDAtNDViNi05YmYzLTM0Njk3YzMyZTZjOSJ9.iw81rsd8ifMVYlRIt2b-Zvv-0Js7C4n5270Y73kvKt8" class="fr-fic fr-fil fr-dib" width="1217" style="width: 1219px; height: 375.499px;" height="375"></p><p><strong><span style="font-size: 10pt;">Fig 3. Connecting to Eracent.</span></strong></p><p><br></p><p>Upon saving, a button will show to "Test Configuration".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE3NTlmMGQ0LTQ4YWItNGRmMC05ODRkLTJlMDYxODZkMTZhYSJ9.1R22Gr2UL8FPdMUmej0tkaY-5fjMPuuSNrdqQhLjRY0" class="fr-fic fr-fil fr-dib" width="1218" style="width: 1220px; height: 340.192px;" height="340"></p><p><strong><span style="font-size: 10pt;">Fig 4. Test Configuration button.</span></strong></p><p><br></p><p>After this loads, a popup will appear to state if the connection is successful. If any issues arise, they will be shown here to help troubleshoot.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBhNDA4NjNiLTgxOTktNGZiNy1iMzRkLTk2MTNmYTJhNjNlOSJ9.X-zvMuLYVoFCORLDaEDz31YxrjZJ_xntis-gt8vJjPg" class="fr-fic fr-fil fr-dib" width="167" height="112"></p><p><strong><span style="font-size: 10pt;">Fig 5. Test successful popup.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Site Mappings</span></strong></p><p id="isPasted">Now head to the "Sites" tab. You will need to configure some Site Rules to determine which Halo Sites the Assets are imported into. </p><p><br></p><p>You can also set a default Site for any Assets that do not match a Site Rule, as well as if existing Assets should move Sites if matched.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjViNmExZmQ4LTg1NzktNGU1Ni04YzI5LTI5MWZlNTZiNGU3NSJ9.wtxaPRmC2GtEJjprhRteM9xMjFoccZuvY1EaHV4UZzQ" class="fr-fic fr-fil fr-dib" width="1221" style="width: 1223px; height: 392.461px;" height="392"></p><p><strong><span style="font-size: 10pt;">Fig 6. Site Import configuration.</span></strong></p><p><br></p><p>Click the "Add" button above. This popup will show to select a Halo Site, and the corresponding Asset Field criteria. If an Asset meets this criteria, it will be imported to the selected Site. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUzMWI4MGZkLTNmZGMtNGEyOS1hZWQwLWYzYmVmYjA2MTJkYyJ9.XfvRGqCqbCc5f8fm8rHkUw88KRTSo6NxN1NqddBLJ2A" class="fr-fic fr-fil fr-dib" width="706" height="537"></p><p><strong><span style="font-size: 10pt;">Fig 7. Site Rule example.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">User Mappings</span></strong></p><p><br></p><ul><li id="isPasted"><strong>User Matching Field: </strong>Here you can set an additional field that is used to match Users in Eracent with Users in Halo. Users will attempt to be matched on username, email and network login regardless of what is set here. But, you can choose an additional field to use for matching if you use another field to uniquely identify users. </li><li><strong>Assign Assets to their User's Site if a User is successfully matched: </strong>When enabled, Assets will be imported to the same Site as their User, if they match on a User. This will override the Site Rules. </li><li><strong>Site rules overrides the Users Site if a User is successfully matched:</strong> When enabled, Assets will be imported to the same Site as their User, unless they match a Site Rule. If they match a Site Rule, they will be imported to the Site in line with the rule instead. </li><li><strong>Do not remove existing Users from an Asset if a valid User is not found:</strong> When enabled, if the Asset is currently matched to a User but when the sync runs they cannot be re-matched, the existing User will remain assigned to that Asset. If disabled, the User will be un-assigned from the Asset after the sync if it cannot be re-matched. </li></ul><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlmNzg0OTgxLWI2M2QtNGExYS04NTdjLTgyNmI1OGRlZDAxNyJ9.j4XdzmKxDOMSUT6J_H275ilY4YEiWgkWDUhkeSwz6Mo" class="fr-fic fr-fil fr-dib" width="1213" style="width: 1215px; height: 251.89px;" height="252"></p><p><strong><span style="font-size: 10pt;">Fig 8. User configuration.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Asset Imports</span></strong></p><p id="isPasted">Head to the "Assets" tab. Here, you can configure what details are imported from Assets.</p><p><br></p><p id="isPasted"><strong>Asset Matching Field:</strong> You can set which Field is used to match Assets in Eracent to Assets in Halo. The Asset's Unique Identifier Field should be selected here. </p><p><br></p><p>In the "Field Mappings" table, you can map a Eracent Field to a Halo Field.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUyZDcwZmYyLWU1ZjMtNDBhNC04MjEwLWQ1OGI0YjI3NDEzOSJ9.KZABLGR5QBLr-FF2Es0XbzTWNXYLm6OmKEaqDmis4DE" class="fr-fic fr-fil fr-dib" width="1216" style="width: 1218px; height: 329.761px;" height="330"></p><p><strong><span style="font-size: 10pt;">Fig 9. Asset Imports configuration.</span></strong></p><p><br></p><p>This determines which field data from Eracent gets imported into Halo. You can also have a Eracent Field create a new Field against an Asset in Halo by selecting '*Create a new Field during the next import*' in the Halo Field. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU5MzE1ZjMwLWIyOWMtNDIyOC05M2MyLThjYzZhODg5ZWNkZiJ9.wrt9fMfHCmd53CSENAPq1T2hG0rRzkjbl8D2VwJZzfQ" class="fr-fic fr-fil fr-dib" width="716" height="415"></p><p><strong><span style="font-size: 10pt;">Fig 10. Field Mappings popup.</span></strong></p><p><br></p><p id="isPasted">You will need to configure how Asset Types are determined for imported Assets.</p><p><br></p><p>First, set a default Asset Group. This will be the Group new Asset Types are created under. </p><p><br></p><p>Use the "Determining an Asset's type" Field to determine how Asset Types are assigned to imported Assets. The Asset Types can either use a fixed Type for all Assets, be determined from a Field, or use Asset Type mappings that are determined using rules based on the values of the mapped asset fields.</p><p><br></p><p>If you would like all imported Assets to have the same Asset Type when imported, set the "Determining an Asset's type" Field to be "Use the same type for all Assets" then set the "Default Asset Type" field to be the Asset Type you would like. Below, all Assets are imported as the "assetype1" Asset Type. </p><p><br></p><ul><li id="isPasted"><strong>Use the same type for all Assets: </strong>Assigns all Assets to a set Asset Type.</li><li><strong>Use a field to determine each Asset's type:</strong> A set Field will be used for determining an Asset's type. If an Asset cannot match via this Field, it will be assigned to a set default Asset Type.</li><li><strong>Determine Asset Type using rules:</strong> Criteria can be mapped to Asset Types based on values in Halo Fields. If an Asset cannot match via this Field, it will be assigned to a set default Asset Type.</li></ul><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRjZTRhY2JiLTA0MWUtNDlmNi05NDg3LTFlODU1MDU1MDdlMyJ9.0-MCJVszAp1IosZgeMlFGa3M7Qqmh5nccRWFpHpjqTo" class="fr-fic fr-fil fr-dib" width="1213" style="width: 1215px; height: 296.763px;" height="297"></p><p><strong><span style="font-size: 10pt;">Fig 11. Asset Type configuration.</span></strong></p><p><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" id="isPasted">An example imported Asset is shown below. It did not match a Site Rule, so was imported as the default. It has the pre-set Asset Type, and the Asset Number was set by the Asset Field Mappings.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;">The Asset also has an "Eracent" button at the top, which will open the corresponding Eracent Machine Report.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br style="box-sizing: inherit;"></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUwN2I3MDE0LWNkOGMtNDc5Ny04YzUyLWUwZTVhYzZkMmY5YyJ9.LkS6fC62e9LiR8YWTYhv7904oieSXJAOX37SyIngTrQ" width="1219" height="345" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; width: 1221px; height: 344.625px; max-width: none !important;" class="fr-fil fr-dib"></p><p><strong><span style="font-size: 10pt;">Fig 12. Imported Asset.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Miscellaneous Settings</span></strong></p><p><br></p><ul><li><strong>Match imported software to Customer licences based on name:</strong> Imported Software will be matched to existing Customer licences.</li><li id="isPasted"><strong>Don't create new Assets: </strong>When enabled, the sync/import will only update existing Assets, no new Assets will be created. </li><li><strong>Status of New Assets:</strong> Choose the Status Assets have when they are created by this integration.</li><li><strong>Deactivate Assets in Halo when they are deleted from Eracent (Halo Integrator only):</strong> When an Asset is deleted from Eracent, they are deactivated in Halo. This will only apply when the integrator is enabled. </li><li id="isPasted"><strong>Status of Assets when they are deleted from Eracent (Halo Integrator only): </strong>Choose the Status Assets have when they are deactivated by this integration.</li></ul><p><br></p><p id="isPasted">Once you are happy with your configuration, save the page and click the "Import Assets" button at the bottom of the page to start the import. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk3ZDE1N2IzLTA4NzEtNDY3Ny04ZTcyLTJkZjY0MTI3ZGEwMCJ9.WYETx6tSuLx8z-Z7ShknCySqDYpIjn15WZKXZR6zTH4" class="fr-fic fr-fil fr-dib" width="538" height="450"></p><p><strong><span style="font-size: 10pt;">Fig 13. Miscellaneous settings.</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Syncing</span></strong></p><p id="isPasted">To have Assets update on a scheduled basis, you will need to enable the Halo integrator. This can be done under the "Syncing" tab by checking "Enable the Halo Integrator for the Eracent integration". Once enabled, the sync will take place daily. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk5YWFlZjhkLTBmMzktNDEwMS04NDdlLTA3OWJhZDU3MmUzMiJ9._BORkdyUuvhNmD2q4dwEUaWh-N663nVPjXfy-2rW4sY" class="fr-fic fr-fil fr-dib" width="847" height="318"></p><p><strong><span style="font-size: 10pt;">Fig 14. Enabling the Halo Integrator.</span></strong></p><p><br></p>
